| Joseph A Dinelt - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx5 |
acc**********@m************.com |
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| Jared P. O'Neal - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx9 |
acc**********@m************.com |
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| Key Private Bank |
1101 Pacific Ave Fl 2nd, Tacoma, WA 98402 |
|
25330xxxx4 |
abe***********@k**.com |
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| Mickelson Wealth Management |
2518 Bridgeport Way W, University Place, WA 98466 |
|
25356xxxx8 |
c18*****************************@s*****.wixpress |
5 |
3 |
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| Behm Financial ~ Ken Behm ~ Financial Planning For Educators & Administrators |
4424 6th Ave #1A, Tacoma, WA 98406 |
|
25364xxxx7 |
ken@b************.com |
5 |
1 |
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| Commencement Financial Planning, LLC |
6521 Flanegan Rd W, Lakewood, WA 98499 |
|
25382xxxx2 |
jls@c*********.com |
4.8 |
26 |
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| Investors Portfolio Services |
2832 S Meridian # 201, Puyallup, WA 98373 |
|
25377xxxx8 |
hal****@i*************************.com |
5 |
8 |
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225 |
5 |
246 |
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| Seneschal Family Office |
2323 N 30th St #200, Tacoma, WA 98403 |
|
25346xxxx0 |
inf*@s********************.com |
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25 |
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| Jason Ledesma - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
aar********@a***.com |
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| Charles Schwab |
1148 Broadway UNIT 110, Tacoma, WA 98402 |
|
25338xxxx6 |
app*******************@s*****.com |
3.1 |
23 |
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647256 |
222 |
659000 |
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| Soundview Financial Group, Inc. |
3643 N Pearl St, Tacoma, WA 98407 |
|
25329xxxx5 |
jos*@s**********.com |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Tacoma |
9310 Bridgeport Way SW, Tacoma, WA 98335 |
|
25385xxxx8 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Thomas Capital Group Inc |
3312 Rosedale St NW Suite 203 B, Gig Harbor, WA 98335 |
|
25377xxxx7 |
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| Raymond James |
Gig Harbor, WA 98335 |
|
25385xxxx7 |
aar************@r***********.com |
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17485 |
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18000 |
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| The Golden Stone Group - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25387xxxx8 |
ade***********@m************.com |
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| Merrill Lynch Financial Advisor Tammy Cole |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx9 |
ban********************@m*.com |
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| Edward Jones - Financial Advisor: Laura M Linman |
3813 6th Ave, Tacoma, WA 98406 |
|
25376xxxx1 |
a.j*********@e**********.com |
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212 |
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216 |
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| Edward Jones - Financial Advisor: Jania L Watkins, CFP®|AAMS™|CRPC™ |
22 N Tacoma Ave, Tacoma, WA 98403 |
|
25362xxxx7 |
a.j*********@e**********.com |
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90706 |
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105000 |
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| Eaglecrest Financial Group - Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
aar********@a***.com |
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| Trenton Rohm - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx5 |
acc**********@m************.com |
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| Westgate Capital Consultants, LLC |
3560 Bridgeport Way W Suite 3G, University Place, WA 98466 |
|
25375xxxx0 |
adv****@w**************.com |
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| Maclean Wealth Planning |
1201 Pacific Ave #600, Tacoma, WA 98402 |
|
25350xxxx1 |
chi***@m********************.com |
5 |
2 |
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| Rick R Larson - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx5 |
acc**********@m************.com |
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| Financial Insights Wealth Management |
1551 Broadway 6th Floor, Tacoma, WA 98402 |
|
25362xxxx0 |
ali@f****************.com |
5 |
2 |
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519 |
246 |
519 |
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| Chelsey Tabion - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx8 |
acc**********@m************.com |
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| Gig Harbor Financial Services |
4423 Point Fosdick Dr, Gig Harbor, WA 98335 |
|
25385xxxx5 |
bri**@g*************************.com |
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| Edward Jones - Financial Advisor: Remington A Scovel, AAMS™ |
5005 Center St ste g, Tacoma, WA 98409 |
|
25356xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Alexandra Grenier |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx0 |
ale************@m*.com |
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| Bowen Scott - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25362xxxx0 |
bow********@a***.com |
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| Stifel |
909 A St Suite 800, Tacoma, WA 98402 |
|
25334xxxx7 |
3d@s*****.com |
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4761 |
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5200 |
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| James M Aquino - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
acc**********@m************.com |
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| Columbia Wealth Advisors - Raymond James |
1301 A Street, Suite 800, Tacoma, WA 98402 |
|
87730xxxx6 |
aar************@r***********.com |
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17485 |
|
18000 |
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| Fiduciary Counseling Inc |
1145 Broadway #1500, Tacoma, WA 98402 |
|
25327xxxx6 |
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| Mary Denise McGonigal - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Michael P Batt |
6450 Tacoma Mall Blvd Suite 2A, Tacoma, WA 98409 |
|
25347xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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|
87502 |
|
100000 |
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| Bill Pickles - Financial Advisor, Ameriprise Financial Services, LLC |
505 Broadway UNIT 400, Tacoma, WA 98402 |
|
25375xxxx3 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Susan C Swope |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
88834xxxx7 |
ale******@m*.com |
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| Penny Lane Financial |
1804 W Union Ave #202, Tacoma, WA 98405 |
|
25332xxxx7 |
baf*****************************@s*****.wixpress |
4.6 |
17 |
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282 |
|
290 |
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| Therese Stewart - Raymond James |
3202 Harborview Dr Suite A, Gig Harbor, WA 98335 |
|
25385xxxx3 |
aar************@r***********.com |
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| Beacon Northwest Group - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
acc**********@m************.com |
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| Joe Davis - Thrivent |
3413 56th St C, Gig Harbor, WA 98335 |
|
25357xxxx0 |
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| Steven Fattorini - TIAA Wealth Management Advisor |
1102 A St Suite 317, Tacoma, WA 98402 |
|
86692xxxx1 |
acc**********@t***.org |
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|
90944 |
525 |
91000 |
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| Thrivent- Joe Davis MBA, RICP®️, CLTC®️, BFA ️ |
3413 56th St C, Gig Harbor, WA 98335 |
|
36077xxxx1 |
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| Michael Lumsden |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx8 |
gar*********@r**.com |
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| Merrill Lynch Wealth Management |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx1 |
bro*********@m*.com |
2.3 |
4 |
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| Madrona Financial |
1201 Pacific Ave #600, Tacoma, WA 98402 |
|
84462xxxx2 |
and****@m***************.com |
2 |
1 |
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| FLS Financial Group, LLC |
2302 S Union Ave Ste C29, Tacoma, WA 98405 |
|
25325xxxx0 |
con****@f****************.com |
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| Summit Wealth Management |
3010 Harborview Dr # 301, Gig Harbor, WA 98335 |
|
25385xxxx4 |
ed@s**********.com |
5 |
6 |
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|
89 |
46 |
94 |
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| TIAA Financial Services |
1201 Pacific Ave Suite 648, Tacoma, WA 98402 |
|
86692xxxx1 |
acc******************@t***.org |
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|
90944 |
525 |
91000 |
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| Warren Child - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx5 |
abc*******@u**.com |
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| Paula OConnor - RBC Wealth Management Financial Advisor |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx0 |
wms**********@r**.com |
|
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|
13887 |
|
15000 |
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| Benchmark Plus |
820 A St #700, Tacoma, WA 98402 |
|
25357xxxx7 |
ala****@b******.com |
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| DecisionPoint Financial |
5727 Baker Way NW #107, Gig Harbor, WA 98332 |
|
25388xxxx3 |
ani**@d*********.com |
5 |
15 |
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| David Cook - Branch Manager, Ameriprise Financial Services, LLC |
1201 Pacific Ave Ste 1250, Tacoma, WA 98402 |
|
25376xxxx7 |
car************@a***.com |
4.2 |
5 |
|
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|
173 |
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| Edward Jones |
3010 Harborview Dr UNIT 201, Gig Harbor, WA 98335 |
|
25385xxxx1 |
|
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| Ostlund Wealth Group LLC |
4115 Bridgeport Way W Suite D, University Place, WA 98466 |
|
25356xxxx6 |
|
5 |
1 |
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| Northwest Advisor Group |
10209 Bridgeport Way SW d10, Tacoma, WA 98499 |
|
25358xxxx4 |
abc**@p*********.com |
5 |
2 |
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| Tristan Coudriet - Financial Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
aar********@a***.com |
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| Bulwark Capital Management |
1001 S Yakima Ave, Tacoma, WA 98405 |
|
25350xxxx5 |
ale***@b*****************.com |
4.4 |
8 |
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154 |
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168 |
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| Michael A Hart - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25387xxxx6 |
acc**********@m************.com |
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| Ryan Harrigan - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25387xxxx3 |
ade***********@m************.com |
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| Sound Financial Investments Inc |
4301 S Pine St Ste 363, Tacoma, WA 98409 |
|
25323xxxx3 |
eri*@s*****.com |
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| Harbor Wealth Management |
5801 Soundview Dr #250, Gig Harbor, WA 98335 |
|
25385xxxx4 |
dan@h*********************.com |
5 |
1 |
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| Ark Wealth Management - Ameriprise Financial Services, LLC |
2323 N 30th St, Ste 100, Tacoma, WA 98403 |
|
25330xxxx7 |
ark****************@a***.com |
5 |
2 |
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| RCM Wealth Management |
3318 Bridgeport Way W B, University Place, WA 98466 |
|
25339xxxx2 |
inf*@r******************.com |
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| Edward Jones - Financial Advisor: Jeff Allen |
2915 McCarver St Suite 101, Tacoma, WA 98403 |
|
25357xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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90706 |
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105000 |
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| The Evergreen Harbor Group - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx1 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Matthew D Weber |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx6 |
ban********************@m*.com |
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| JB Wilson - Financial Advisor, Ameriprise Financial Services, LLC |
505 Broadway UNIT 400, Tacoma, WA 98402 |
|
25375xxxx3 |
dns*****@a***.com |
5 |
1 |
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| Rick North - Thrivent |
5790 Soundview Dr Ste 201A, Gig Harbor, WA 98335 |
|
25385xxxx1 |
abc*******@t*******.com |
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| TriFound |
4301 S Pine St Ste 363, Tacoma, WA 98409 |
|
80072xxxx7 |
ape**@t*******.com |
1 |
1 |
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| Puget Sound Financial Strategies |
4301 S Pine St Ste 363, Tacoma, WA 98409 |
|
25323xxxx3 |
eri*@p************.com |
4.7 |
12 |
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| Kevin Tefft - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave Ste 1250, Tacoma, WA 98402 |
|
25376xxxx9 |
car************@a***.com |
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| Edward Jones - Financial Advisor: Adam A Gulley |
11114 Pacific Ave S Ste D, Tacoma, WA 98444 |
|
25353xxxx2 |
a.j*********@e**********.com |
4.5 |
2 |
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87502 |
|
100000 |
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| Edward Jones - Financial Advisor: Jason Light, CFP®|ChFC®|AAMS™|ADPA™ |
3560 Bridgeport Way W Ste 3-C, University Place, WA 98466 |
|
25356xxxx8 |
a.j*********@e**********.com |
5 |
1 |
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87502 |
|
100000 |
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| Capital Management Advisors |
738 Broadway Suite #301, Tacoma, WA 98402 |
|
25330xxxx4 |
cma@c*******.com |
3.1 |
49 |
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| Cornerstone Financial Strategies |
505 Broadway UNIT 400, Tacoma, WA 98402 |
|
25375xxxx3 |
bra********@a***.com |
5 |
2 |
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141 |
22 |
140 |
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| UBS Financial Services Inc. |
1145 Broadway Suite 1400, Tacoma, WA 98402 |
|
25327xxxx1 |
3d@l****.ubs |
3 |
4 |
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| Mickey Portnoy - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx0 |
abc*******@u**.com |
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| Principal Financial Group |
4301 S Pine St Suite 30-10, Tacoma, WA 98409 |
|
36079xxxx4 |
a.s****@p********.com |
4.8 |
4 |
|
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|
68225 |
285 |
69000 |
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| Benjamin T. Willey III - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx6 |
acc**********@m************.com |
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| Russell Kurt Darneille - Financial Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
dns*****@a***.com |
5 |
1 |
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| Michael Silvernagel - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx2 |
3d@a*******.ubs |
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| Johnson Wealth Advisors |
7403 Lakewood Dr W #5, Lakewood, WA 98499 |
|
25335xxxx2 |
ang***@j********************.com |
5 |
2 |
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| Bright Road Wealth Management, LLC |
1102 A St, Tacoma, WA 98402 |
|
25361xxxx5 |
bri**@b***************.com |
|
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|
133 |
|
148 |
|
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| Joey R Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25375xxxx0 |
abi*************@a***.com |
|
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151 |
|
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| Kimball Creek Partners |
917 Pacific Ave # 407, Tacoma, WA 98402 |
|
80049xxxx5 |
adm**@k*******************.com |
5 |
6 |
|
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508 |
|
501 |
|
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| Financial Advisory Partners |
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|
25388xxxx5 |
ann********@f**********.com |
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| Soundview Group - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx3 |
abc*******@u**.com |
|
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| Symmetry Financial Group Tacoma |
7304 Lakewood Dr W Suite 22, Lakewood, WA 98499 |
|
25330xxxx7 |
sfg******@g****.com |
5 |
5 |
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| Garth Conner - RBC Wealth Management Financial Advisor |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx7 |
gar*********@r**.com |
5 |
1 |
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| Arrowroot Family Office |
950 Broadway Suite M100, Tacoma, WA 98402 |
|
25385xxxx7 |
dan***@a********************.com |
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| Raymond James Financial Services |
1919 N Pearl St, Tacoma, WA 98406 |
|
25387xxxx6 |
aar************@r***********.com |
|
|
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|
17566 |
|
18000 |
|
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| Northwestern Mutual |
1201 Pacific Ave Suite 500, Tacoma, WA 98402 |
|
25397xxxx8 |
a.-***********@n*****************.com |
4 |
4 |
|
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|
| The Smalley Berman Group - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx1 |
acc**********@m************.com |
|
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|
| Wells Fargo Advisors |
3607 6TH AVE, TACOMA, WA 98406 |
|
25375xxxx0 |
aar**********@w*********.com |
|
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|
153316 |
|
11 |
|
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|
| Edward Jones - Financial Advisor: Rick Gray, CFP®|AAMS™ |
2102 N Pearl St Suite 107, Tacoma, WA 98406 |
|
25375xxxx3 |
a.j*********@e**********.com |
|
|
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|
90710 |
|
105000 |
|
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|
| Cascade View Wealth Management - Ameriprise Financial Services, LLC |
1201 Pacific Ave, Ste 1250, Tacoma, WA 98402 |
|
25375xxxx0 |
cas************************@a***.com |
|
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|
151 |
|
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|
| Dean Robert Matz - Financial Advisor, Ameriprise Financial Services, LLC |
2702 S 42nd St #204, Tacoma, WA 98409 |
|
25347xxxx0 |
dea********@a***.com |
|
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|
| Portfolio Strategies, Inc. |
1724 W Union Ave # 200, Tacoma, WA 98405 |
|
25338xxxx6 |
cha****@p********.com |
4 |
2 |
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|
| Lance D. Rummel - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx1 |
acc**********@m************.com |
|
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|
| Stolz and Associates, PS |
3102 Ruston Way a, Tacoma, WA 98402 |
|
25327xxxx1 |
and*@s*********.com |
|
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|
259 |
7 |
285 |
|
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|
| Gould Capital |
2323 N 31st St STE 100, Tacoma, WA 98403 |
|
25327xxxx8 |
cha**********@g***********.net |
5 |
1 |
|
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| CB Financial Services |
1301 A St #800, Tacoma, WA 98402 |
|
25330xxxx0 |
|
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|
| Peter R Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25375xxxx0 |
dns*****@a***.com |
|
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|
|
| Raymond Schmidtke - Morgan Stanley Financial Advisor |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx7 |
acc**********@m************.com |
|
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|
| Merit Financial Advisors, LLC |
1919 N Pearl St B-2, Tacoma, WA 98406 |
|
25327xxxx8 |
ada*@m*********************.com |
|
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|
| Richard Devlin - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25376xxxx6 |
dns*****@a***.com |
5 |
1 |
|
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|
| Columbia River Advisors |
1927 Dock St, Tacoma, WA 98402 |
|
25358xxxx1 |
6d1*************************************@w*****************.com |
|
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|
| Chris McCulloch - Financial Advisor, Ameriprise Financial Services, LLC |
2323 N 30th St #100, Tacoma, WA 98403 |
|
25331xxxx7 |
dns*****@a***.com |
|
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|
| U.S. Bancorp Investments - Financial Advisors: Gig Harbor |
7101 Stinson Ave, Gig Harbor, WA 98335 |
|
25385xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345318 |
5429 |
348000 |
|
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| Edgewater Wealth Management |
2115 N 30th St #102, Tacoma, WA 98403 |
|
25324xxxx0 |
ade********@n*.com |
5 |
2 |
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| Wells Fargo Advisors |
1201 Pacific Ave #1100, Tacoma, WA 98402 |
|
25327xxxx0 |
and**********@w*****************.com |
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188262 |
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189000 |
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| Wilson Albers |
1201 Pacific Ave Ste 2025, Tacoma, WA 98402 |
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25327xxxx1 |
abb**@a*******.com |
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| Stephen Rouner - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25350xxxx3 |
dns*****@a***.com |
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| U.S. Bancorp Investments - Financial Advisors: Tacoma |
3916 N 26th St, Tacoma, WA 98407 |
|
25375xxxx7 |
aar************@u*****.com |
4 |
1 |
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345635 |
5927 |
348000 |
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| Bright Road Wealth Management, LLC |
1102 A St Suite 300 #35, Tacoma, WA 98402 |
|
25361xxxx5 |
bri**@b***************.com |
3.7 |
3 |
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133 |
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148 |
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| 11th Bridge Group - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
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| Householder Group |
6927 Lakewood Dr W C3, Tacoma, WA 98467 |
|
25327xxxx0 |
aar************@h***************.com |
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| Sound Wealth Partners |
7195 Wagner Way NW, Gig Harbor, WA 98335 |
|
25347xxxx7 |
and***@s******.com |
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| Private Wealth Management | U.S. Bank |
1501 Commerce St, Tacoma, WA 98402 |
|
25339xxxx3 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Financial Insights Wealth Management |
1551 Broadway, Tacoma, WA 98402 |
|
25362xxxx0 |
ali@f****************.com |
5 |
2 |
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465 |
241 |
477 |
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| Perry Menard - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx9 |
abc*******@u**.com |
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| Cannon Wealth Management, LLC |
505 S. 336th Street Fountain Plaza, Suite 320, Federal Way, WA 98003 |
|
25394xxxx0 |
can***@c***********.com |
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| Morgan Stanley Financial Advisors |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx0 |
|
4.3 |
3 |
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| Senior Retirement Advisors |
4301 S Pine St Suite 628, Tacoma, WA 98409 |
|
25356xxxx1 |
jan**@s**********************.com |
3 |
4 |
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| Edward Jones - Financial Advisor: Eugene J Brown, CFP®|AAMS™|CRPC™|CRPS™ |
3713 Pacific Ave, Ste D, Tacoma, WA 98418 |
|
25347xxxx7 |
a.j*********@e**********.com |
5 |
2 |
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87502 |
|
100000 |
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| Merrill Lynch Financial Advisor Jonathan Jepsen |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx7 |
ari*********@m*.com |
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| The Quantum Group - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25329xxxx1 |
abc*******@u**.com |
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| Conner Wealth Management Group |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx7 |
wms**********@r**.com |
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14788 |
|
16000 |
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| D Chris Zocco, CFP® - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx3 |
abc***@u**.com |
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| Elizabeth Peterson - Morgan Stanley |
1301 A St Suite 300, Tacoma, WA 98402 |
|
25359xxxx3 |
acc**********@m************.com |
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| B Cox Planning |
4423 Point Fosdick Dr #208, Gig Harbor, WA 98335 |
|
25385xxxx7 |
bev@b***********.com |
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| Merrill Lynch Financial Advisor Eric Zawilski |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx5 |
ban********************@m*.com |
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| Wes Niblack - Financial Advisor, Ameriprise Financial Services, LLC |
2323 N 30th St #100, Tacoma, WA 98403 |
|
25331xxxx7 |
ark****************@a***.com |
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| Bill Peabody, CFP - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx6 |
ade********@u**.com |
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| Brad Berger - Financial Advisor, Ameriprise Financial Services, LLC |
505 Broadway UNIT 400, Tacoma, WA 98402 |
|
42541xxxx3 |
bra********@a***.com |
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141 |
22 |
140 |
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| Darlene S Poch - Financial Advisor, Ameriprise Financial Services, LLC |
1201 Pacific Ave #1250, Tacoma, WA 98402 |
|
25350xxxx1 |
dar*********@a***.com |
1 |
1 |
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54 |
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| Merrill Lynch Financial Advisor Christopher S Fuson |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx4 |
ban********************@m*.com |
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| Quang Bui - UBS Financial Services Inc. |
1145 Broadway 14th Floor, Tacoma, WA 98402 |
|
25342xxxx0 |
abc*******@u**.com |
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| slusser financial |
1201 Pacific Ave, Tacoma, WA 98402 |
|
25359xxxx3 |
e-m**********@s******************.com |
5 |
1 |
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| Leverage Planners - Tacoma |
1201 Pacific Ave, Sixth Floor Suite, Tacoma, WA 98402 |
|
42522xxxx0 |
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| RBC Wealth Management Branch - Tacoma |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx0 |
car********@r**.com |
1 |
1 |
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| John R Mitchell - Morgan Stanley |
2727 Hollycroft St Suite 330, Gig Harbor, WA 98335 |
|
25385xxxx1 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Cody J Scriver |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx9 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Douglas M Olmstead |
1201 Pacific Ave #1800, Tacoma, WA 98402 |
|
25359xxxx2 |
ban********************@m*.com |
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| CAPitalize Your Finances |
3929 Bridgeport Way W #301, University Place, WA 98466 |
|
25321xxxx0 |
|
5 |
1 |
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| Edward Jones - Financial Advisor: Brent B Wojtanowicz, AAMS™ |
3802 N 26th St, Tacoma, WA 98407 |
|
25376xxxx3 |
a.j*********@e**********.com |
|
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|
87502 |
|
100000 |
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| Thomas Wenzel - RBC Wealth Management Financial Advisor |
1201 Pacific Ave Suite 1500, Tacoma, WA 98402 |
|
25327xxxx4 |
wms**********@r**.com |
|
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|
14788 |
|
16000 |
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